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Dynamics 365 Sales Insights


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Duration :1 Day
Level : Intermediate
Learning Mode :Live Online Instructor-Led Training
Configure and work with Dynamics 365 Sales Insights data to gain insights to your customers. This online training will cover configuration and working with Sales Insights.

Audience Profile

Salespeople, internal sales managers and company managers.

  Skills Gained

Configure and work with Dynamics 365 Sales Insights data to gain insights to your customers. This online training will cover configuration and working with Sales Insight.

Course Agenda

Module 1: Configure Sales Insights

Dynamics 365 Sales Insights uses AI to help you build and sustain good customer relationships. In this module, you will learn about configuring Sales Insights.

Module 2: Working with Dynamics 365 Sales Insights

This module focuses on Dynamics 365 Embedded Intelligence, which businesses can use to help build those customer relationships by using its features such as the relationship assistant, auto capture and email tracking, and sales insights.

Hands On Labs

Module 3: Create custom insights using Power Automate

In this module, you will learn how to create various custom insights using Power Automate. The knowledge gained will help you get started with a basic custom insight, a hello world equivalent, and we gradually increase the complexity as we go along.

Hands on Lab 

Here is the course outline:

1. Configure Sales Insights

Dynamics 365 Sales Insights uses AI to help you build and sustain good customer relationships. In this module, you will learn about configuring Sales Insights.

2. Working with Dynamics 365 Sales Insights

This module focuses on Dynamics 365 Embedded Intelligence, which businesses can use to help build those customer relationships by using its features such as the relationship assistant, auto capture and email tracking, and sales insights.

3. Create custom insights using Power Automate

In this module, you will learn how to create various custom insights using Power Automate. The knowledge gained will help you get started with a basic custom insight, a hello world equivalent, and we gradually increase the complexity as we go along.

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